The emphasis of the Tucson retreat will be on the specific challenges faced by larger companies (i.e.,
$1 million or more in sales).

While companies doing less than
$1 million are welcome to attend the Tucson retreat, they will find that some of the discussion does not apply to them. Instead, they may find the Canton retreat more relevant.

CANTON, OH

October 23 & 24, 2008 (Thu & Fri)

Retreat Session 8:00A–5:00P both days

Continental breakfast will be served at 7:30A and lunch at 12:00N

Keep Thursday night open from 7:00P–9:00P for a Welcome Reception with hot hors d’oeuvres and a cash bar

TUCSON, AZ

November 5 –7, 2008 (Wed–Fri)

Retreat Session 8:00A–5:00P on Wednesday

Retreat Session 8:00A–12:00N on Thursday and Friday

Continental breakfast will be served at 7:30A. Lunch is on your own.

Keep Wednesday night open from 7:00P–9:00P for a Welcome Reception with hot hors d’oeuvres and a cash bar.

November 10–12, 2008 (Mon–Wed)

Retreat Session 8:00A–5:00P on Monday

Retreat Session 8:00A–12:00N on Tuesday and Wednesday

Continental breakfast will be served at 7:30A. Lunch is on your own.

Keep Monday night open from 7:00P–9:00P for a Welcome Reception with hot hors d’oeuvres and a cash bar.

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Here’s what each company receives:

Business Income and Expense Workbook on CD-ROM
Having this workbook is like spending two days with a consultant! It is an invaluable tool that will help you understand your business. You’ll find this CD alone is worth the price of the retreat.

Annual Business Plan
You will come away from this experience with everything you’ll need to accurately steer your company throughout the coming year—the plan you just designed with the help of an expert guide will serve as the road map. You never again have to feel like you’re lost or going down the wrong road.

SWOT Analysis
Working on your business is important. Working on yourself is a key part of that process. By performing an in-depth analysis of your personal and company Strengths, Weaknesses, Opportunities, and Threats, you will be able to lay out a plan for your professional growth. And when you grow yourself, your business will follow.

Objectives for Your Five Major Business Categories
Every business, regardless of its size or market, can be broken down into five easy-to-understand categories. If your company is suffering, it could be that you’ve over-focused on one of these areas. By focusing on all five categories, you’ll build a stronger and more well-balanced business.

12-month Financial Forecast
You can’t expect to turn a profit month after month without careful planning and disciplined execution of your budget. The well thought-out forecast you develop at this retreat will be much easier to execute than one based on mere presumptions.

Marketing Plan
Marketing is the engine that drives your business. A well-tuned marketing plan that includes competitive analysis, company analysis, goals, and strategies will give you an edge on your competition.

Progress Tracking Forms
This retreat will leave you equipped with the forms you’ll need to put your numbers to work in essential week-to-week decision making. Track your progress throughout the year to achieve the results you want.